See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,270 | $82,032-18.0% | $123,104-45.4% | $59,632+12.8% |
| Participation rate | 81.1% | 83.2%-2.1pp | 86.8%-5.7pp | 68.7%+12.4pp |
| Annual return | 6.92% | 5.12%+1.8pp | 13.22%-6.3pp | 2041.28%-2034.4pp |
| Employer contribution / active EE | $406 | $3,297-87.7% | $5,151-92.1% | $2,203-81.6% |
| Participant deferral / active EE | $4,438 | $4,667-4.9% | $6,230-28.8% | $3,192+39.1% |
| Admin fee / account holder | $1,793 | $5,881-69.5% | $9,015-80.1% | $4,297-58.3% |